Salesforce Platform Reviews: 4.5/5 — Highly Rated

How customizable and easy it is to use and manage the platform.

The licensing structure can be frustrating and expensive.

Single source of truth for external customer interactions.

I love that we can share our data across departments. It helps us all to know our customers and how to best serve them. Rather than being divided across our company we can now work together almost seamlessly!

On the back end when setting up your org, it feels like there are many steps and can get clunky and cumbersome, that being said - I love how Salesforce continues to develop and make this software more intuitive and user friendly.

I am looking to use our Salesforce Platform to connect more of our activities back to our customers. Rather than just track sales and customer behavior. I would like to use Salesforce to track client appreciation, sponsorships, donations, and other important touches in the customer journey.

Its a great crm platform that perform the tasks and manages with the customers needs and requirements and it's a great learning with the Salesforce I have learned never and ever

I dislike about Salesforce platform is there is a schema builder in the org in Salesforce in that there is a bug that when we create an object that used to do it's a very dislike to me

Yes, it's a great learning in the Salesforce platform that it's very beneficial in the upcoming days that every year org will be updated that used to develop new features and finally said that it's changed Salesforce classic to lightning experience

There are so many unique ways to utilize the platform and make it specific down to the user level. I like that I can request one of the platform consultants to write a report or help me with editing a current report to accommodate my needs.

Would appreciate more user-friendly tools that could empower me to customize reports. Maybe have a "library" of field specific reports or templates that could be utilized.

Streamlining our event system reporting to help define opportunities for improvements within our healthcare network and having that data in an easy to use and easy to manage platform.

Endless possibilities for digital transformation

Can be a little complicated and overwhelming

As a consultant, I use Salesforce to build new systems for companies that want to increase efficiency, reduce errors, and drive sales. Salesforce Platform is the best and easiest to use CRM that I've worked with so far. It is very feature-rich and powerful out-of-the-box and can easily be extended.

The Versatility foe do more in less space

Not to have a Guest management options yet.

Data Management, payments, events and reservation.

Easiest most user friendly CRM that offers the best insights

Honestly new to CRM so I don't have something to compare it to.

Contacts, pipeline, opportunities, insights, and analytics

Extensive resources, dependable, no need to be a developer to build

Lack of learning resources for JavaScript

Application portal for college applications. Creating a 360 student view

I like how it uses ai to attach the associate id to their profile. I like how easy it is to send emails to our associates.

There are no issues the only issue I found is our company The Home Depot programed it incorrectly and it lags when we look for employees profiles.

THD used to use a IBM system called Qweb for the Home Depot around 2019, but system IBM was no longer supporting that system THD had to upgrade to Salesforce and transfer over 7 years of employee profiles into the new system.

Increase efficiency with automation, can be customized, user friendly. I'm very excited to the AI tech!

We need developers to customize the platform

Automation and increase efficiency

The ability to share data across user base

Some Integrations can be an issue at times

allowing those that need limited acces to have it

How flexible the options are for us to integrate with other internal/external platforms/apps/products either within the Salesforce ecosystem or outside of it. How you don't have to be a true developer to utilize every aspect of the platform and thereby allow many others the ability to build solutions to meet business challenges.

That the platform is almost too flexible that the messaging around it sometimes from Salesforce Marketing is that it can do anything you want, the "art of the possible" which is what they say a lot. To have a platform be so flexible that it can either build something new or connect means that business leaders will think why not just use Salesforce for everything but not every problem should be solved by the Salesforce platform just because it can be built in it. Maybe there is another platform (i.e. Workday, ServiceNow) that is more capable of solving the business challenge and that should be considered as wel.

Build and manage relationships, Optimize account planning, and Mobilize our account teams

Salesforce provides a secure platform for our client and transaction data. Our company uses Propertybase, which is built on the Salesforce Platform and is highly customizable for our unique business model. As a small, non-franchised land/real estate brokerage operating in more than a dozen different states, this platform allows our agents, assistants, and staff to have access to our company data from anywhere. The customized reporting and dashboards keep our Users engaged with company performance and allows them to manage their own customers and transactions on a secure, easy to use platform.

Code-level customizations required additional managed support beyond what is available 'for free' from Salesforce or Propertybase.

Salesforce seems to be focusing most of it's energy on 'the automated customer experience' - which is not really applicable in our use case. We will never have an AI in between a client and an actual person. While we absolutely want to personalize services fo our clients, but leveraging AI for customer engagement would be more of a back-end improvement for my Users so they have more information when responding to leads.

It provides one stop solution for putting customers trust & care first and intergated all departments such as: sales, service, market etc. It has streamlined and simplified many tricky processes through flow automations and empowering tools like Einstein opportunity/lead scoring, chat gpt etc.

Nothing at this point of time. It keeps on revising and innovating its tools and technology which seems great.

It has helped integrating multifactor aunthetication along with Security to ensure more trusted & secure org as well as data security.

Salesforce consolidates data and many other systems into one centralized place. It is also highly configurable and customizable to suit whatever you specific needs may be.

It can have a learning curve and take time for the platform to become intuitive to use. Salesforce does provide many tools and resources to get over this hump though.

Salesforce is allowing our users to utilize SSO, which saves admins and users a ton of time from handling login issues. Since we turned on SSO everyone's experience has improved.

As we know it is best Customer relationship management tool, which is hosted on cloud and provide easiness for Customer as well as Developer to run the things smoothly.

We have some Salesforce Limitations but as alternative of every Limitations is available, so no dislikes so for.

Salesforce Platform Provide lot's of inbuilt feature to automate the business process Like Flow, Workflows, email template for which we don't need t be a coder.

AI tools which may in future leads to the job loss.

Different clouds for different Business.

Daily business requirements

Standard Objects and the Clouds for the Businesses

The limitations provided by the Salesforce.

Managing the Customers easily.

Salesforce is a great tool, it helps me stay organized, put most of my information there regarding accounts, leads etc. I like the dashboards and how easy it is to visualize everything.

nothing in particual that I know.the only thing would be that leads don't always populate and its hard sometimes when there duplicated etc, but yeah overall i like it

finding the people that have talked with us in the past, all the notes, and what status they have. customer information, account info, also seeing the dashboards that peovides info that is crucial to my workday

Its features and functions it provides to its user. Currently its no 1 software for CRM,sales or customer based services.I make best of it by using along with mulesoft and integrate both of them.

Its easy to use but for a new developer it will take lot of time to explore its features. Its a complex software which require more practice. Even working with years everytime i explore new things.

It solves the problem of scaling business and for sales. I use it for integration with mulesoft for various customers . They usually migrate from one system to another based on business needs. In this case its beneficial for us.

It was easy to understand and use. I liked that it helped us keep track of everything we had worked on and the pending tasks we had.

I think there was nothing that I disliked. I was happy with how it worked.

we would use it in our customer service tasks to open cases with the customer's information, issue and resolution.

In salesforec platform any user can easily manage data with different table and its relationship like parent and its child. Users can access their data from anywhere.

For setting up you need a expert, normal users can't set up the org. Sometimes you need developer to do a task which can be done without developer like sending bulk emails.

Salesforce platform manages data with high security and privacy, there is no problem of storage. Users can access their data from anywhere in fraction of time.

Salesforce provide API support and various components for full stack development like lightning and auro components to leverage data of your org. As compared to hubspot, the learning curve is easier.

The thing that I like about Salesforce is the limitation to use only Apex language for full stack development, other language support should also be added. Also it uses SOQL which is different from SQL.

We were trying to show data along with our custom data, we used salesforce lightning components for that, We used our data plus the org data already present on the system.

Salesforce is a Customer Relationship Management (CRM) platform that provides a lot of solutions. There are lot of things i like about salesforce like its scalable, cloud based thus no new resources needed, customisable to meet businees needs and many more.

Although salesforce provides lot of benefits, some of the thing i dislike is since it is cloud based thus internet connection is needed. Also, UI is not that interactive that I personally felt using it.

Salesforce is CRM tool based on cloud. It provides solutions to business to build applications, it is totally scalable and customizable to fulfill business needs. Also, it has dedicated support team to provide support and help to users.

IT HELPED ME A LOT BY GIVING ME GREAT SUGGESTIONS AND APPLICABLE EXMAPLE AND THAT HELPED ME PERFORMING WELL IN MY PROFESSION.

Updates are a bit slow. Email support doesn't come on time.

Excel dependency reduced Good in handling large volume of data

User friendly and professional. It's easy to use and ensuring comprehensive visibility in to the progress made within each account.

No, there is nothing to dislike about this platform. however it is a bit expensive and highly recommended.

In this it create a connected knowledge base, enable live agent chat, manage case interactions – all at one platform.

The functionality that Salesforce offers is truly exceptional. I've used around 4-5 CRM platforms in my career so far, and salesforce is no doubt the best and most sorted out of all of them.

Sometimes, the platform becomes a bit laggy, and one has to refresh multiple times to get to the desired webpage. When opening a platform after a few days of break, it takes quite some time to load for me.

Helps me to track everything in one place. I can manage all the client activities, touchpoints etc in a single platform. It gives me way more functionalities that other CRM platforms offer in the market.

Salesforce comes with both as SaaS Paas. It is highly customisable and comes with a large number of useful out of the box features

Cost can be little bit more moderate towards the users

for any industry , managing customer data is an important aspect of the business. With salesforce platform architecture and the inter related object(tables) model , the life of a crm user bcomes much easier.

Using it as an enterprise CRM solution. It is a highly customizable tool. One can achieve all kinds of solution be it of any size. You can integrate with salesforce and salesforce marketing cloud so easily with all you customization and security that you need. One does not need to have a developer background to learnt this. Salesforce community is also huge and is growing each day to help you with all the articles and support that you need

One area which i see as a challenge is obviously the cost. It restrcits a user for doing smaller implemntations. Another, aspect which is a bit complicated is the access and control level. I understand that Salesforce gives you a lot of control management features but i feel this can be provided in a simpler way on UI.

I have been using salesforce to maintain all my account, pricing and product information. I have been using the marketing cloud as well for generating few campaigns. All this information is integrated to salesforce via MuleSoft which is another salesforce product. At the end of day all this information is stored within Salesforce and is used as a CRM system to manage campaigns

It is very user friendly and very robust in nature.

There is nothing dislike about the salesforce app and sometimes it is complex for new comers.

It is a cloud based application so hosting your app after development done is not a extra task. There are multiple cloud present in salesforce like health cloud sales cloud and marketing cloud.